Tax Prep
Filing your taxes doesn’t have to be overwhelming.
Take the Stress Out of Tax Season.
At MoneyWorks Group, we help you prepare your tax return with care, clarity, and confidence- so you can avoid costly mistakes, claim every deduction you deserve, and enjoy peace of mind knowing your finances are in order.
Why Professional Tax Preparation Matters
As you move through retirement, your tax situation often becomes more complex. You may have income from Social Security, pensions, IRAs, investments, or even part-time work.
There are special deductions and credits for seniors, and new tax laws can impact your return each year. Without the right guidance, it’s easy to miss out on savings or make errors that lead to IRS notices.
Our tax prep service is designed for people just like you:
- Retirees and widows navigating new tax situations
- Anyone with multiple sources of income
- Those who want to maximize deductions and avoid surprises
What’s Included in Our Tax Prep Service
- Personalized review of your financial documents
- Careful attention to retirement income, RMDs, and Social Security
- Maximizing deductions for medical expenses, property taxes, and charitable gifts
- Year-round support for tax questions or IRS letters
- Guidance on planning ahead for next year’s taxes
Our Approach:
Simple, Secure, and Supportive
We get to understand you and your needs
We take the time to learn about your income, family situation, and any changes over the past year. We’ll help you gather the right documents and answer your questions in plain language.
We prepare your return with care
Our experienced team reviews your income sources, deductions, and credits to ensure your return is accurate and optimized for your situation. We check for common issues that affect seniors, such as the widow’s tax penalty, required minimum distributions (RMDs), and Social Security taxation.
We file and support you every step of the way
We handle electronic filing and keep you informed throughout the process. If you receive any IRS correspondence, we’re here to help you respond with confidence.
Special Help for Seniors and Widows
We understand the unique challenges you may face:
- Navigating the “widow’s penalty” and changes in filing status
- Understanding how Social Security and retirement withdrawals are taxed
- Making the most of senior-specific deductions and credits
- Planning for future years to avoid surprises
Free and Low-Cost Tax Prep Resources
If you prefer to prepare your own taxes or need free assistance, there are excellent options available:
- IRS Free File: Online tax prep for those with AGI up to $79,000.
- Volunteer Income Tax Assistance (VITA): Free help for those earning $67,000 or less, people with disabilities, and limited English speakers.
- Tax Counseling for the Elderly (TCE): Free, in-person tax help for those age 60 and older, specializing in retirement issues.
- Find local sites: Use the IRS VITA/TCE locator tool or call us for help finding a program near you.
How to Get Started
Gather your tax documents
(Social Security statements, 1099s, medical expenses, charitable donations, property tax records, and any IRS letters).
Contact MoneyWorks Group
To schedule your tax prep appointment
Relax and let us handle the details
We’ll keep you informed and answer your questions every step of the way.
What Our Clients Say
“I was so worried about filing taxes after my husband passed, but David and his team made it easy and stress-free. I felt supported and confident every step of the way.”
“They found deductions I didn’t know about and explained everything in terms I could understand. I wish I’d come to MoneyWorks Group sooner.”
Ready to Take the Next Step?
If you want to make things easier for your family, we’re here to help.
Contact us today for a friendly, obligation-free chat about Our Tax Prep Service.
